The market rally’s slip-up is no longer a significant event for investors. All attention is now on the Q3 earnings season, with forecasts of exceptional growth compared to the same period last year and higher than the previous quarter’s increase. The VN-Index opened positively, and despite occasional dips, it closed strongly, gaining nearly 10 points to approach the 1,281 level.
The breadth was impressive, with 255 gainers and 114 losers. Except for the energy sector, which faced adjustment pressure, most other industries breathed a sigh of relief. Large-cap real estate stocks performed well, with notable gainers like VHM, up 2.16%; VIC, up 1.71%; DXG, up 1.31%; SZC, up 3.44%; and KBC, up 1.62%.
Familiar names in the banking sector, such as ACB, STB, MBB, and TCB, continued their upward trajectory. The transportation group saw VTP actively traded from the start, closing at the ceiling price, while HVN and ACB also posted significant gains. Raw materials benefited from news about anti-dumping duties on imported steel, with HPG soaring.
The top stocks driving the market today were VHM, HPG, ACB, BID, MSN, VIC, and FPT, contributing 5.81 points to the overall market. Bottom-fishing sentiment strengthened, with matched orders on three exchanges today surpassing yesterday’s, reaching VND18,800 billion.
Foreign investors sold a net VND142.9 billion, and their net selling on matched orders was VND15.2 billion. Their main net buying on matched orders was in Basic Resources, Food & Beverage, and Personal & Household Products. The top stocks they net bought were HPG, TCB, FPT, DBC, VHM, VNM, FRT, VTP, EIB, and VCI.
On the selling side, their main focus was the Banking sector. The top stocks they net sold were VPB, MWG, HDB, CTG, STB, SSI, VCB, PLX, and BID.
Individual investors sold a net VND71.3 billion, with a net sell-off of VND148.1 billion on matched orders.
On matched orders, they net bought 7 out of 18 sectors, mainly Banking. Their top net buys were VPB, HDB, STB, VNM, VCB, SSI, CTG, MBB, PVD, and MSN.
On the net selling side, they net sold 11 out of 18 sectors, mainly Basic Resources and Industrial Goods & Services. The top stocks they net sold were HPG, TCB, DBC, VHM, HAH, FPT, FRT, MWG, and EIB.
Proprietary trading accounts net bought VND53.8 billion, and their net buying on matched orders was VND143.1 billion.
On matched orders, proprietary trading accounts net bought 12 out of 18 sectors. The top sectors were Retail and Industrial Goods & Services. The top stocks they net bought were MWG, HAH, HPG, VHM, FPT, DPR, DBC, BVH, NLG, and HDB. Their top net sells were in the Banking sector, with VPB, VNM, STB, SSI, TPB, EIB, CTG, SAB, ACB, and SSB.
Domestic institutions net bought VND63.7 billion, and their net buying on matched orders was VND20.1 billion.
On matched orders, domestic institutions net sold 12 out of 18 sectors, with the highest value in Food & Beverage. Their top net sells were TCB, VNM, MBB, VCB, MSN, NLG, VIX, FPT, ACB, and VGC. Their top net buys were in Basic Resources. The top stocks they net bought were VPB, HPG, VIB, DBC, STB, VHM, PLX, HSG, HAH, and TPB.
Today’s negotiated trading value reached VND1,310.4 billion, up 55.8% from the previous session, contributing 7.0% of the total trading value.
Noteworthy negotiated trades included VIC, with over 5.7 million shares worth VND236.4 billion traded among individual investors. There was also a transfer of 4.8 million HDB shares (valued at VND129.6 billion) between domestic institutions.
Money flow allocation increased in Banking, Retail, Food & Beverage, Agriculture & Fisheries, Software & Services, and Courier Services, while it decreased in Securities, Real Estate, Steel, Chemicals, and Oil & Gas.
In terms of matched orders, the money flow allocation increased in large-cap stocks (VN30) and decreased in mid-cap (VNMID) and small-cap (VNSML) stocks.
